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Checchi Capital Advisers’s WEC Energy WEC Stock Holding History

Checchi Capital Advisers’s Portfolio WEC Stock Details WEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$366K Buy
3,132
+49
+2% +$5.59K 0.02% 431
2026
Q1 		$357K Buy
3,083
+634
+26% +$71.2K 0.02% 428
2025
Q4 		$258K Sell
2,449
-223
-8% -$24.7K 0.01% 468
2025
Q3 		$306K Sell
2,672
-234
-8% -$25.4K 0.02% 433
2025
Q2 		$303K Sell
2,906
-68
-2% -$7.24K 0.02% 454
2025
Q1 		$324K Buy
2,974
+218
+8% +$22.3K 0.02% 440
2024
Q4 		$259K Hold
2,756
– – 0.02% 475
2024
Q3 		$265K Sell
2,756
-1
-0% -$89 0.01% 473
2024
Q2 		$216K Sell
2,757
-334
-11% -$27.1K 0.01% 516
2024
Q1 		$254K Sell
3,091
-97
-3% -$7.8K 0.02% 479
2023
Q4 		$268K Sell
3,188
-113
-3% -$9.31K 0.02% 456
2023
Q3 		$266K Sell
3,301
-151
-4% -$13.1K 0.02% 436
2023
Q2 		$305K Sell
3,452
-92
-3% -$8.5K 0.03% 419
2023
Q1 		$336K Sell
3,544
-272
-7% -$25.2K 0.03% 378
2022
Q4 		$358K Buy
3,816
+319
+9% +$29.5K 0.04% 346
2022
Q3 		$313K Buy
3,497
+100
+3% +$10.2K 0.03% 380
2022
Q2 		$353K Sell
3,397
-651
-16% -$66K 0.03% 376
2022
Q1 		$404K Buy
4,048
+251
+7% +$23.7K 0.03% 324
2021
Q4 		$369K Buy
3,797
+1,081
+40% +$98.8K 0.03% 342
2021
Q3 		$240K Buy
2,716
+294
+12% +$27.6K 0.02% 428
2021
Q2 		$215K Buy
2,422
+10
+0.4% +$942 0.02% 487
2021
Q1 		$226K Sell
2,412
-170
-7% -$14.8K 0.02% 456
2020
Q4 		$238K Hold
2,582
– – 0.02% 413
2020
Q3 		$250K Sell
2,582
-419
-14% -$39K 0.03% 348
2020
Q2 		$263K Buy
3,001
+370
+14% +$33.4K 0.03% 342
2020
Q1 		$232K Buy
2,631
+120
+5% +$11.5K 0.02% 306
2019
Q4 		$232K Sell
2,511
-359
-13% -$32.7K 0.03% 372
2019
Q3 		$273K Buy
2,870
+428
+18% +$38.6K 0.04% 319
2019
Q2 		$204K Buy
+2,442
New +$196K 0.03% 389
2016
Q3 		– Sell
-2,447
Closed -$160K – 1214
2016
Q2 		$160K Sell
2,447
-56
-2% -$3.37K 0.02% 405
2016
Q1 		$150K Buy
+2,503
New +$140K 0.03% 432

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Checchi Capital Advisers's WEC Position: Q2 2026 in Review

Checchi Capital Advisers increased its WEC Energy (WEC) stake by 1.6% in Q2 2026, buying an estimated $5.59K and bringing the position to 3,132 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #431.

Checchi Capital Advisers first reported a position in WEC in Q1 2016 and has held it in 31 quarters since. The position peaked at $404K in Q1 2022. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Checchi Capital Advisers held 3,132 shares of WEC Energy worth $366K as of Q2 2026.
  • Checchi Capital Advisers bought 49 WEC Energy shares in Q2 2026, an estimated $5.59K.
  • WEC Energy made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #431 holding.
  • Checchi Capital Advisers first reported a position in WEC Energy in Q1 2016 and has held it in 31 quarters since.
  • Checchi Capital Advisers's WEC Energy position peaked at $404K in Q1 2022.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.